# Glenn McKenzie

> Glenn McKenzie is a fee-only financial advisor at Mighty Oak Strong America Investment Company in Mechanicsburg, Pennsylvania. Mighty Oak Strong America Investment Company reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/glenn-mckenzie/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mighty Oak Strong America Investment Company
- **Based in:** Mechanicsburg, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $398.4M across 715 accounts
- **CRD:** 4717514 (https://adviserinfo.sec.gov/individual/summary/4717514)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://investwithmosaic.com

## Frequently asked questions

### Is Glenn McKenzie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Glenn holds no broker registration, and Mighty Oak Strong America Investment Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Glenn charge for financial advice?

Glenn's firm, Mighty Oak Strong America Investment Company, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Glenn McKenzie based?

Glenn McKenzie is based in Mechanicsburg, Pennsylvania.

### Is Glenn McKenzie registered with the SEC?

Yes. Glenn McKenzie is registered as an investment adviser representative in PA (CRD 4717514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mighty Oak Strong America Investment Company manage?

Mighty Oak Strong America Investment Company reports $398.4M across 715 accounts in assets under management.

### How do I contact Glenn McKenzie?

Through Glenn's website, investwithmosaic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4717514): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.